Broker Check

WELCOME TO
MARKEY WEALTH MANAGEMENT

MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic “big business” Wall Street firms that are so transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.

Read More

We’re here for you!

"A goal without a plan is just a wish"


- Antoine de Saint-Exupery

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Services

Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

Learn more
Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

Learn more
Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

Learn more
Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

Learn more
IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Learn More
Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Learn More
Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn More

Do You Have Any Questions?

Thank you!
Oops!